Hm Payson & CO Schwab Strategic U.S. Reit ETF Transaction History

Hm Payson & CO

$5.79 Billion
Q4 2024

A detailed history of Hm Payson & CO transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Hm Payson & CO holds 300 shares of SCHH stock, worth $6,456. This represents 0.0% of its overall portfolio holdings.

Number of Shares

300

Holding current value

$6,456

% of portfolio

0.0%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$20.55 - $23.26 $6,165 - $6,978	300 New	300 $6,000
Q1 2022 May 12, 2022	BUY	$22.75 - $26.16 $91 - $104	4 Added 100.0%	8 $0
Q2 2021 Aug 17, 2021	SELL	$20.92 - $23.68 $1,987 - $2,249	-95 Reduced 95.96%	4 $0
Q1 2021 Jun 15, 2021	BUY	$18.25 - $20.79 $1,806 - $2,058	99 New	99 $4,000

Others Institutions Holding SCHH

# of Institutions

550

Shares Held

184M

Call Options Held

21.9K

Put Options Held

86.1K

Financial Engines Advisors L.L.C. Santa Clara, CA

53.8M
Shares

$1.16 Billion
2.39% of portfolio
Us Bancorp \De\

28.4M
Shares

$612 Million
0.79% of portfolio
Creative Planning Overland Park, KS

24.3M
Shares

$523 Million
0.5% of portfolio
Brooklyn Fi, LLC New York, NY

7.69M
Shares

$165 Million
0.88% of portfolio
Northwestern Mutual Wealth Management CO

7.65M
Shares

$165 Million
0.14% of portfolio

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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